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You connect SimpleHelp once, with your server’s address, an API token and, to run tools, the technician whose toolbox Neo uses.

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Before you start

  • Neo reaches your SimpleHelp server over the internet, at the address your technicians and customers use, over HTTPS with a certificate from a public certificate authority.
  • Running tools needs a SimpleHelp release with the Toolbox API (/tools/... queries). On an older server, Neo reads everything else; update the server to run tools.

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1. Make an API token for Neo

1

Open the API tokens

In the SimpleHelp Technician Console, open Administration > Web API Configuration and click Manage API Tokens.
2

Create the token

Create a token for Neo and give it the permissions your agents need: machine queries for every job, tools to run tools, sessions and history to read who connected, and technician and server queries only if agents should manage them. Neo can do only what the token allows, whatever the agent’s access profile says.
3

Allow Neo's addresses

If you restrict the token by IP address, add Neo’s addresses. Copy the token.

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2. Choose the technician whose tools Neo runs

SimpleHelp lists and runs tools as a technician, with that technician’s permissions. Neo always uses the one technician you choose here, and never another.
1

Make a technician for Neo

In Administration > Technicians, add a technician such as neo, in a group whose permissions let it run tools from the Access tab.
2

Give it the tools

Put the tools agents may run in that technician’s toolbox, or share a toolbox with it and import the shared toolbox as that technician. Neo sees only the tools that technician sees.
Leave the technician blank to connect without running tools.

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3. Add the connection in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations → SimpleHelp, under Other.
2

Save the connection

Enter the SimpleHelp URL (your server’s address, with its port when it is not 443, such as https://help.example.com), the API Token, and the Technician for Tools username. Click Save settings. Neo reads your machines with the token before it saves, and lists the technician’s tools when you enter one, so a wrong value is rejected straight away, with what to fix.

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4. Turn SimpleHelp on per agent

1

Open the agent's tools

Open the agent in the Neo Dashboard, go to its Tools & Settings tab and click Other.
2

Pick a preset

Expand the SimpleHelp block and pick one of its Presets, or set each permission group by hand.
To let an agent run tools on its own, set Toolbox Tools to Read/Write without approval. Only the tools in the chosen technician’s toolbox can run.